Grove Bank & Trust’s Invesco KBW Bank ETF KBWB Stock Holding History

Grove Bank & Trust’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-140	Closed	-$10K	–	869
2025 Q2	$10K	Buy	+140	New	+$8.88K	﹤0.01%	610

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grove Bank & Trust's KBWB Position: Q3 2025 in Review

Grove Bank & Trust sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 140 shares — an estimated $10K sold.

Grove Bank & Trust first reported a position in KBWB in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Grove Bank & Trust reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
Grove Bank & Trust sold 140 Invesco KBW Bank ETF shares in Q3 2025, an estimated $10K.
Grove Bank & Trust first reported a position in Invesco KBW Bank ETF in Q2 2025 and held it in 1 quarter.
Grove Bank & Trust's Invesco KBW Bank ETF position peaked at $10K in Q2 2025.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Grove Bank & Trust's 13F filing for Q3 2025, filed 6 Oct 2025.